jim cramer joins us right now. jim, your take on mcdonald's? >> not as bad as people thought. there are a lot of companies reporting numbers, that's not that good. a lot of people saying, the comparison will get difficult. but the stock doesn't go down, because it's just relief rally. mcdonald's had a hard year last year. i can understand why people say, whew, that's not so bad. this stock underperformed last year, let's buy some. >> how about ibm? >> the level of confidence in that is incredible. they have the big $20 target for 2015. that's no longer going to be an issue. this is a company that is making a lot more money per sales than anyone else. 90% margins in software. really a fabulous conference call. >> tell me, what should i do? buy apple today? or sell apple today? >> just hold apple. 37% gross margins or less. the stock goes down a lot. >> does it go down a lot, jim? >> if they don't do 37% gross margins, they've got to do better than that. look, i think that this is an inexpensive stock. everybody's focused on it, yet there's so much money being made in google and